THAMES CAPITAL MANAGEMENT LLC

Position in FIX — Comfort Systems USA Inc

CIK 1714267 Roseland, NJ

Position in FIX

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$13,940,209

+$5,285,811 QoQ

Shares Held

10,109

+9.0% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

2.55%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Mar 31, 2026

THAMES CAPITAL MANAGEMENT LLC holds $54,480,435 across 4 Engineering & Construction names. FIX ranks #3 (25.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGX	Argan Inc	36,458	$19,856,849
2	PRIM	Primoris Services Corp	100,005	$14,304,715
3	FIX	Comfort Systems USA Inc This page	10,109	$13,940,209
4	STRL	Sterling Infrastructure, Inc.	15,662	$6,378,662

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,940,209	10,109	+9.0%	Shares	Sole	2026-05-12
2025-12-31	$8,654,398	9,273	0.0%	Shares	Sole	2026-02-10
2025-09-30	$7,651,894	9,273	-42.6%	Shares	Sole	2025-10-28
2024-12-31	$6,850,689	16,155	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.